Creating and Using a SMS Template
You can create a SMS template that is used commonly, so you don’t need to type in the SMS text...
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Utilities
Various tools and information within the Profiler system for managing and querying the data
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Adding/Removing Mailing Lists (Bulk)
You can bulk add or remove clients on and off a Mailing List. This can either be all clients, or... -
Document Repository Use
The Utilities > Document Repository allows you to store items inside the Profiler system for historical purposes or for attaching... -
Rename a Source Code
If you wish to rename a source code you can do that on the special Utilities program located at Utilities... -
Merging Clients
If you have identified clients that have been entered in multiple times into the system, you will want to merge... -
Receipt Rules Decision Viewer
If you have set up a number of Receipt Rules and want to debug / find out why are particular... -
Basic Client Details Import (Email, Name, Phone)
A common request is to import basic client details into Profiler from an external system or spreadsheet. We support on... -
Sending a 1 off SMS
If you wish to send a single SMS to a client (or any number) you can do this from the... -
Using the Email Editor
The Profiler Email editor is the system used when sending a mass email from Profiler – this article explains the... -
Birthdays
Profiler can handle your birthdays for your clients, and optionally, send out automated emails to them on their birthday. Under...
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